See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF TOLEDO3 years Service code 21 1630 TIMBERWOLF DR. · HOLLAND, OH 43528 | Bank Trustee | $9,388 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,771 | $89,652-5.4% | $141,162-39.9% | $65,185+30.0% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.5%+3.0pp | 70.2%+15.2pp |
| Annual return | 20.21% | 32.79%-12.6pp | 71.39%-51.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,035 | $3,065-66.2% | $4,735-78.1% | $2,177-52.4% |
| Participant deferral / active EE | $3,714 | $5,691-34.7% | $6,709-44.6% | $3,514+5.7% |
| Admin fee / account holder | $57 | $569-89.9% | $10,261-99.4% | $847-93.2% |